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Preparing for a Future Sale
Explore business readiness, timing, documentation, organizational considerations, and other factors owners may want to evaluate before entering the market.
Preparing Your Business, Your Wealth, and Your Next Chapter
A private educational evening designed for business owners who want to begin preparing and equipping themselves with the necessary tools and resources to successfully exit their company at some point in the future, well before any transaction is underway.
For many business owners, selling their company may represent one of the most significant financial events of their lifetime.
But the decisions that may influence a future transaction often begin long before a buyer enters the conversation.
Join Prevail and Turnstone Investment Banking for an educational discussion focused on understanding the sell-side process, preparing the business for a potential transaction, and coordinating the financial decisions that can follow a significant liquidity event.
Your exit may be years away. Your strategy should start now.
The evening will focus on several of the questions business owners may want to begin considering before a potential transaction is already underway.
Explore business readiness, timing, documentation, organizational considerations, and other factors owners may want to evaluate before entering the market.
Gain a high-level understanding of how a transaction may progress through preparation, positioning, buyer conversations, due diligence, negotiation, and closing.
Explore how liquidity, taxes, income needs, estate planning, family goals, and long-term wealth considerations may become part of the conversation before the business is sold.
Connect with fellow business owners, hear perspectives from Prevail and Turnstone Investment Banking, and ask questions in an intimate educational setting.
+ Add to CalendarArrive, connect, and enjoy cocktails and hors d'oeuvres with fellow business owners and guests.
Prevail and Turnstone Investment Banking will explore business exit readiness, sell-side considerations, and planning for the financial decisions surrounding a future transition.
Continue the discussion, ask questions, and connect with presenters and fellow business owners.
The Business Exit Strategy brings together perspectives on the transaction itself and the broader financial planning decisions business owners may face before and after a sale.
This event is designed for business owners who want to begin preparing and equipping themselves with the tools, resources, and perspective needed for a potential future exit, well before a transaction is underway.
Join Prevail and Turnstone Investment Banking on September 30 for an educational conversation designed to help business owners think more intentionally about a future sale, the wealth it may create, and the next chapter that follows.
This event is provided for general educational and informational purposes only. Nothing presented constitutes individualized investment, tax, legal, valuation, transaction, or investment banking advice. Business owners should consult appropriate financial, legal, tax, valuation, and transaction professionals regarding their individual circumstances.